Welcome Spaces Information

Welcome Spaces revolutionizes the way younger generations connect with Financial Professionals in a digital-first environment. We let clients search our directory of available professionals and use instant messaging to easily connect. Upon a perfect match, clients and professionals can join a permanent Space, where they can chat, get on video calls, share or request files, access activity history logs and take notes. With Welcome Spaces, clients can easily engage, interact and collaborate with the Financial Professional they need.